Key Points
- Sanjit Biswas sold 77,758 Samsara shares on Dec. 30 at an average of $35.96 for ~$2.8M, part of a string of recent founder/director sales that amount to several million dollars and have raised negative sentiment.
- Samsara reported revenue of $415.98M (up 29.2%) beating estimates but missed on EPS ($0.01 vs. $0.12 consensus); the company set FY‑2026 EPS guidance at 0.50 and Q4‑2026 at 0.12–0.13 while analysts still expect roughly -$0.30 for the current fiscal year.
- The stock trades near mid‑$30s (opened $35.43) with a $20.44B market cap, a 50‑day/200‑day average around $38.8/$38.0, and a consensus analyst rating of “Moderate Buy” with an average target near $51.50 amid mixed upgrades and a few sell ratings.
Samsara Inc. (NYSE:IOT - Get Free Report) CAO Benjamin Louis Kirchhoff sold 1,683 shares of the company's stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $36.13, for a total transaction of $60,806.79. Following the completion of the transaction, the chief accounting officer owned 97,293 shares of the company's stock, valued at $3,515,196.09. This trade represents a 1.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.
Benjamin Louis Kirchhoff also recently made the following trade(s):
- On Wednesday, December 10th, Benjamin Louis Kirchhoff sold 1,609 shares of Samsara stock. The stock was sold at an average price of $44.44, for a total value of $71,503.96.
Samsara Stock Down 1.5%
Shares of NYSE:IOT opened at $35.43 on Thursday. Samsara Inc. has a 52 week low of $31.40 and a 52 week high of $61.90. The company's fifty day moving average is $38.77 and its 200 day moving average is $38.02. The stock has a market cap of $20.44 billion, a PE ratio of -442.88 and a beta of 1.61.
Samsara (NYSE:IOT - Get Free Report) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). The company had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.Samsara's revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.07 earnings per share. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Sell-side analysts anticipate that Samsara Inc. will post -0.3 EPS for the current year.
Hedge Funds Weigh In On Samsara
Several hedge funds have recently modified their holdings of IOT. Vanguard Group Inc. lifted its stake in shares of Samsara by 6.9% during the third quarter. Vanguard Group Inc. now owns 29,716,700 shares of the company's stock worth $1,106,947,000 after buying an additional 1,913,474 shares during the period. Sands Capital Management LLC lifted its position in shares of Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company's stock valued at $764,308,000 after buying an additional 1,242,122 shares in the last quarter. State Street Corp raised its stake in Samsara by 107.8% in the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company's stock valued at $223,244,000 after purchasing an additional 2,910,916 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Samsara by 65.6% during the 2nd quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company's stock worth $193,387,000 after purchasing an additional 1,931,870 shares during the last quarter. Finally, Artisan Partners Limited Partnership boosted its position in shares of Samsara by 74.8% during the 2nd quarter. Artisan Partners Limited Partnership now owns 3,964,300 shares of the company's stock valued at $157,700,000 after acquiring an additional 1,696,341 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company's stock.
Key Headlines Impacting Samsara
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Zacks upgraded Samsara from "hold" to "strong-buy," putting IOT on its Rank #1 list — a signal that can attract buy-side interest and short-term momentum flows. Zacks Upgrade
- Neutral Sentiment: Analyst coverage remains constructive overall (average rating ≈ "Moderate Buy", average target ~$51.50) and MarketBeat pieces note mixed technical/valuation signals; these keep some institutional demand but don't resolve near-term sentiment. MarketBeat Analyst Summary
- Negative Sentiment: Significant insider selling this week: co-founders John Bicket and Sanjit Biswas each sold large blocks (combined sales in the low‑hundreds of thousands of shares each) and director Jonathan Chadwick and the CAO also trimmed positions — aggregate insider sales total several million dollars. Large founder/director disposals often weigh on sentiment because they increase supply and raise questions about timing or confidence, even if sales are for personal/liquidity reasons. SEC filings and insider-trade summaries show the transactions. SEC Form 4 (Bicket/Biswas) SEC Form 4 (Chadwick)
Analysts Set New Price Targets
IOT has been the subject of several recent research reports. BMO Capital Markets lifted their target price on shares of Samsara from $47.00 to $50.00 and gave the company an "outperform" rating in a report on Friday, December 5th. TD Cowen increased their target price on shares of Samsara from $49.00 to $55.00 and gave the stock a "buy" rating in a report on Friday, December 5th. Craig Hallum upgraded shares of Samsara from a "hold" rating to a "buy" rating and boosted their price target for the stock from $42.00 to $48.00 in a research note on Friday, September 5th. BTIG Research started coverage on shares of Samsara in a research report on Tuesday, December 16th. They set a "buy" rating and a $55.00 price objective for the company. Finally, Zacks Research upgraded shares of Samsara from a "hold" rating to a "strong-buy" rating in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $51.53.
Read Our Latest Stock Report on IOT
Samsara Company Profile
(
Get Free Report)
Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.
The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.
Featured Stories
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
